YOUR PARTNER TO TRANSFORM AND OPTIMIZE BUSINESS FUNCTIONS
DEEP ROOTED PARTNERSHIPS
We have over 15 years’ experience working with leading asset managers. Our clients cover the spectrum ranging from boutique firms, mid-sized managers, and 6 of the top 20 global asset managers.
BEST-IN CLASS DIGITAL PLATFORMS FOR ASSET MANAGERS
Our proprietary digital platforms cover data processing, factsheet and marketing content automation, workflow automation, and content management were designed with the investment management industry in mind.
MULTI DISCIPLINARY MARKETING TEAMS
Our team of 300+ analysts, content managers, copywriters and designers are ready to support you throughout the whole process, from content creation to publishing and beyond to help your product teams create materials that stand out.
BEST IN CLASS INVESTMENT RESEARCH
We cover cross-asset class research in more than 30 sectors and provide support in over 25 languages. Our teams undergo comprehensive in-house training programs accredited by the CFA institute.
Comprehensive mind+machine™ solutions
Publishwise streamlines the process for marketing content creation & maintenance. It automates data processes, digitizes workflows, centralizes content management, automates production of factsheets, client & market commentary, pitch decks, and product brochures among other content. Enhance your cross functional marketing teams’ processes, spanning from Factsheet production, RFP and DDQ responses and digital marketing.
Insightsfirst is a cloud-enabled market & competitive intelligence platform that leverages RPA and AI to streamline the research process. It combines syndicated research with bespoke analysis, integrates multiple deliverable formats in a single platform and enables centralized access to enterprise wide MI/CI, providing invaluable insight to the Sales, Marketing, and Distribution functions.
CRM Automation is an artificial intelligence-based tool that helps reduce the data decay of your CRM data by constantly cleansing, deduping and enriching its information with more sources – Maintain a strong foundation of accurate and relevant information for your front-line teams.
- Automated Factsheets
- Bespoke sales collaterals (Product Brochures, Sales Ideas, Strategy Presentations)
- Website & Microsite Maintenance
- Creative Design & DTP support
- Editorial Support
Marketing & Competitive Intelligence
- Market & Competitive Intelligence
- Product Intelligence
- Regulatory Insights
- Technology / Fintech Trends
- Web and Social Intelligence
- Survey Analytics
- Campaign Analytics
Sales & Distribution
- Sales Enablement Platform (create & maintain custom pitch decks)
- RfP / RfI/ DDQ Support
- Consultant Databases
- Client Commentaries
- CRM Maintenance
- Customer Insights
- Financial Models (Equity and Credit)
- Industry Analysis
- Regulatory Reporting (2a-7)
- Portfolio Monitoring
- News Monitoring
- Data Support (Alternate data and ESG)
Talk to one of our experts
Get in touch today to ﬁnd out about how Evalueserve can help you improve your processes, making you better, faster and more efﬁcient.